UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452B
AUM Growth
+$5.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,610
New
Increased
Reduced
Closed

Top Buys

1
+$1.56B
2
+$585M
3
+$582M
4
HPE icon
Hewlett Packard
HPE
+$514M
5
LUV icon
Southwest Airlines
LUV
+$510M

Top Sells

1
+$660M
2
+$549M
3
+$513M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$480M
5
BA icon
Boeing
BA
+$458M

Sector Composition

1 Technology 19.9%
2 Financials 12.02%
3 Healthcare 8.46%
4 Consumer Discretionary 8.12%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4076
$1.14M ﹤0.01%
+45,795
4077
$1.14M ﹤0.01%
592,410
+241,319
4078
$1.14M ﹤0.01%
16,447
-42,704
4079
$1.14M ﹤0.01%
357,117
+136,506
4080
$1.13M ﹤0.01%
95,277
+49,096
4081
$1.13M ﹤0.01%
17,081
+1,958
4082
$1.13M ﹤0.01%
208,933
+185,205
4083
$1.13M ﹤0.01%
93,234
+26,328
4084
$1.13M ﹤0.01%
44,186
-10,963
4085
$1.13M ﹤0.01%
41,280
+6,162
4086
$1.13M ﹤0.01%
177,592
+175,841
4087
$1.12M ﹤0.01%
41,242
+40,876
4088
$1.12M ﹤0.01%
20,204
+563
4089
$1.12M ﹤0.01%
103,462
+16,106
4090
$1.11M ﹤0.01%
163,487
+1,111
4091
$1.11M ﹤0.01%
23,352
-2,000
4092
$1.11M ﹤0.01%
112,364
-24,792
4093
$1.11M ﹤0.01%
76,946
-19,966
4094
$1.11M ﹤0.01%
38,469
-89,259
4095
$1.11M ﹤0.01%
49,989
-8,609
4096
$1.11M ﹤0.01%
18,197
+5,648
4097
$1.11M ﹤0.01%
61,290
-1,438
4098
$1.1M ﹤0.01%
32,474
+28,268
4099
$1.1M ﹤0.01%
25,248
+7,632
4100
$1.1M ﹤0.01%
116,548
+27,000
162 163
164
165 166